Quest Capital Strategies

Experience and Expertise

My name is Chris Delzio, a Registered Representative with Lebenthal Financial Services. I've been guiding individuals and families towards financial success since 1976, building a successful career characterized by diverse expertise and unwavering client focus.

Comprehensive Financial Planning

I believe in a holistic approach to financial planning, offering a comprehensive suite of services designed to meet your individual needs and goals. My services include:

• Active Asset Management: Optimize your investment portfolio to achieve your financial goals through careful analysis and strategic decisions.
• Retirement Services: Maximize your retirement plans, including traditional and Roth IRAs, to ensure a comfortable and secure future.
• Estate Planning: Ensure your assets are protected and your legacy is secure through comprehensive estate planning strategies.

Investing for Success

I utilize a diverse range of investment vehicles spanning stocks, mutual funds, annuities, and life insurance to create a tailored portfolio that aligns with your risk tolerance and financial goals. My investment philosophy emphasizes:

• Value Investing: Identifying undervalued assets for long-term growth potential.
• Risk Management: Implementing strategies to mitigate potential losses and safeguard your investments.
• Client Collaboration: Working in close partnership with you to understand your financial aspirations and tailor my strategies accordingly.

A Committed Partner

I believe in building strong, lasting relationships with my clients based on trust, transparency, and open communication. I'm dedicated to providing personalized guidance and support every step of the way.

A Legacy of Success

Throughout my career, I have witnessed countless market fluctuations and economic changes. These experiences have honed my analytical skills and deepened my understanding of market dynamics. I leverage this knowledge to navigate the complexities of the financial landscape and deliver reliable outcomes for my clients.